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20130113
20130121
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CNBC 2
KQED (PBS) 2
KRCB (PBS) 1
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Search Results 0 to 4 of about 5 (some duplicates have been removed)
PBS
Jan 15, 2013 11:00pm PST
. >> and i think in an environment where you have hundreds of millions of chinese on twitter, that increasingly are learning their government officials are worth billions of dollars. >> rose: basically you are saying their fear is legitimate. >> i think their fear is legitimate, i don't think the country is going to fall apart. >> rose: butery rong protesmoveme that has legs could provide a challenge over -- >> that's right. and they are so unwilling to risk that, they are so unwilling to tolerate even a little that they are likely to do two things, first, it will truly slow them on economic reform that is necessary and on any political reform to make a very conservative and cautious and they need to speed up and respond to these people and makes it much more likely the chinese will engage in nationalism, because if you are going to get mad at something in china you are going to have this information you can't stop the chinese from -- >> ros raise the natnalism ag. yes and thais really -- >> rose: write is the reason in places in europe you have a certain national link, natio
CNBC
Jan 16, 2013 5:00pm EST
to understanding the overall environment. but for the stock, the company's full year guidance, which we expect to hear, probably matters more so i'll be watching that. longer term, analysts need better evidence that intel really can gain ground in tablets and smartphones where so far, chip giant just hasn't made a dent. back to you. >> thank you for that, jon fortt. the other issue is inventory. that's been rising as a percent of revenues since the third quarter of last year. and that is -- they have to scale back production in order to cut back the inventory. >> they are so poorly positioned in the tablet space, tabletting are destroying laptops right now. if you talk about emerging market growth, it's again, back to that apple story. it's as a much lower gross margin. intel guided gross margins to 57%. that's the lowest since q-3 2009. i don't think it's a good press. it just rallied 10% off the november lows, but it's kind of in no man's land. you really need to get a sense how they are positioned. don't forget, they are looking for a new ceo. in november, their current ceo announced retire
CNBC
Jan 16, 2013 4:00am EST
the question people ask is, can we see anything from the fourth quarter that will tell us what the environment in 2013 is like. i guess my answer to that would still be no. fiscal cliff issues, europe, the election, tropical storms, et cetera, and there's still no real clarity on what the business models, investment banking are going to look like as we head toward three. it's going to be much better numbers than a year ago. numbers are going to be slightly down versus the third quarter. and -- to my mind, there's still really nothing we'll be able to take away from the numbers in terms of -- >> which is frustrating because we're at a time when we are trying to re-evaluate what the model is going to be, what earnings will look like going forward. in your view, what is -- what is the investment case for these investment banks today? >> well, the investment case for an investment bank is that when they work very well, they are extremely capital -- if i advise a company and get a fee for ecm or m&a deal, it requires no capital, and i get a lot of money. that's very attractive. the second thing is
Search Results 0 to 4 of about 5 (some duplicates have been removed)